Aptus Collared Investment Opportunity ETF
ACIO
74 hedge funds and large institutions have $1.17B invested in Aptus Collared Investment Opportunity ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
94% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 18
38% more capital invested
Capital invested by funds: $850M → $1.17B (+$320M)
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
16% more funds holding
Funds holding: 64 → 74 (+10)
3.6% less ownership
Funds ownership: 117.02% → 113.41% (-3.6%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARC
76
Advisor Resource Council
Dallas,
Texas
| – | -$1.21M | -36,466 | Closed |
|
|
PAG
77
Private Advisor Group
Morristown,
New Jersey
| – | -$1.28M | -35,629 | Closed |
|
78
Creative Planning
Overland Park,
Kansas
| – | -$286K | -7,940 | Closed |
|
|
AWS
79
Atria Wealth Solutions
New York
| – | -$257K | -7,134 | Closed |
|
ACIO Hedge Fund Activity: Q2 2024 in Review
74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2024, worth a combined $1.17B — up 38% from $850M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ACIO positions and 5 closed out — a net gain of 11 holders — while 35 added to existing stakes and 18 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $91.5M. The largest seller was Advisory Services Network, cutting an estimated $9.66M.
- 74 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2024, up from 64 in Q1 2024.
- Funds reported $1.17B of Aptus Collared Investment Opportunity ETF stock for Q2 2024, up 38% quarter-over-quarter.
- 16 funds opened new Aptus Collared Investment Opportunity ETF positions in Q2 2024 and 5 closed out, a net change of +11 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $91.5M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q2 2024 was Advisory Services Network, an estimated $9.66M sold.
Based on aggregated 13F filings for Q2 2024.